Thomas Michael Cahill
Investment adviser representative at Ventura Wealth Management
16 yearsExperience
1 stateRegistered in
$713.5MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Ventura Wealth ManagementMar 2010 to now
- American Portfolios Financial Services, Inc.Mar 2010 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ventura Wealth Management
Legal name: Nvwm LLC
$713.5MAssets managed
590Clients
9Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2281391
- Firm CRD
- 152301